FSWSX Mutual Fund

NAV$13.46

AUM$134,316.67

TER0.94%

Holdings9

FSWSX Mutual Fund

NAV$13.46

Fidelity Advisor Sustainable Target Date 2025 Fund Class M

AUM$134,316.67

TER0.94%

Holdings9

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Holdings Overlap Analysis

Compare FSWSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FSWSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FSWSX Mutual Fund Overlap Analysis

FSWSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FSWSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FSWSX may share significant positions with broad-market funds.

FSWSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSWSX tax-loss harvesting finds highly correlated but non-identical funds.